STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $92.3M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.69M 40.38%
+62,734
2
$4.04M 28.64%
+20,735
3
$3.8M 26.99%
+63,234
4
$263K 1.87%
+700
5
$160K 1.14%
+1,646
6
$103K 0.73%
+275
7
$36K 0.26%
+106